BH
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Brant Hinckley

23 Years of Experience
Charlotte, NC
BrokerSells Insurance

Brant Hinckley is a registered investment advisor at MML Investors Services, LLC, based in Charlotte, NC, with 23 years of industry experience. Brant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

4350 Congress Street, Suite 300, Charlotte, NC, 28209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brant works as a life insurance agent since 2007. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
January 2007 - Present · 19 yrs 4 mos
MML Investors Services, LLC
January 2007 - Present · 19 yrs 4 mos
MML Investors Services, LLCBroker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Signator Investors, INC.
September 2006 - January 2007 · 4 mos
Signator Investors, INC.Broker
January 2005 - January 2007 · 2 yrs
Veritrust Financial, LLCBroker
April 2004 - November 2004 · 7 mos
Equity Services, INC.Broker
February 2002 - July 2003 · 1 yr 5 mos
Planmember Securities CorporationBroker
July 2001 - January 2002 · 6 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brant Hinckley - Financial Advisor | TrueAdvisor